One Advisory Partners’s iShares MBS ETF MBB Stock Holding History

One Advisory Partners’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$532K	Buy	5,629 +166	+3%	+$15.7K	0.14%	43
2026 Q1	$519K	Sell	5,463 -535	-9%	-$51.1K	0.16%	42
2025 Q4	$571K	Sell	5,998 -19	-0.3%	-$1.81K	0.17%	41
2025 Q3	$574K	Buy	6,017 +951	+19%	+$89.3K	0.18%	41
2025 Q2	$471K	Buy	5,066 +582	+13%	+$53.9K	0.16%	42
2025 Q1	$421K	Sell	4,484 -392	-8%	-$36.3K	0.18%	37
2024 Q4	$447K	Buy	4,876 +330	+7%	+$30.7K	0.2%	31
2024 Q3	$436K	Buy	4,546 +364	+9%	+$34.4K	0.19%	31
2024 Q2	$384K	Buy	4,182 +53	+1%	+$4.83K	0.18%	34
2024 Q1	$382K	Buy	4,129 +35	+0.9%	+$3.24K	0.19%	34
2023 Q4	$385K	Sell	4,094 -324	-7%	-$29.1K	0.2%	33
2023 Q3	$392K	Sell	4,418 -1,201	-21%	-$110K	0.23%	36
2023 Q2	$524K	Buy	5,619 +64	+1%	+$6.02K	0.29%	28
2023 Q1	$526K	Sell	5,555 -10,802	-66%	-$1.02M	0.31%	28
2022 Q4	$1.52M	Buy	16,357 +13,956	+581%	+$1.29M	0.97%	21
2022 Q3	$220K	Sell	2,401 -958	-29%	-$92.9K	0.15%	45
2022 Q2	$327K	Sell	3,359 -1,147	-25%	-$112K	0.22%	35
2022 Q1	$459K	Sell	4,506 -161	-3%	-$16.8K	0.27%	27
2021 Q4	$501K	Sell	4,667 -257	-5%	-$27.7K	0.29%	26
2021 Q3	$532K	Sell	4,924 -309	-6%	-$33.5K	0.33%	24
2021 Q2	$566K	Sell	5,233 -12	-0.2%	-$1.3K	0.35%	23
2021 Q1	$569K	Sell	5,245 -34,803	-87%	-$3.81M	0.37%	23
2020 Q4	$4.41M	Buy	+40,048	New	+$4.41M	3.02%	12

Other funds holding MBB

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

One Advisory Partners's MBB Position: Q2 2026 in Review

One Advisory Partners increased its iShares MBS ETF (MBB) stake by 3% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,629 shares worth $532K. The position accounts for 0.14% of the portfolio, ranked #43.

One Advisory Partners first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.41M in Q4 2020. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

One Advisory Partners held 5,629 shares of iShares MBS ETF worth $532K as of Q2 2026.
One Advisory Partners bought 166 iShares MBS ETF shares in Q2 2026, an estimated $15.7K.
iShares MBS ETF made up 0.14% of One Advisory Partners's portfolio in Q2 2026, its #43 holding.
One Advisory Partners first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
One Advisory Partners's iShares MBS ETF position peaked at $4.41M in Q4 2020.
336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.